EFFI vs MBOX
Comparison between HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF) and FREEDOM DAY DIVIDEND ETF (MBOX, ETF).
EFFI vs MBOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFFI
$143M
MBOX
$142M
Expense Ratio
EFFI
0.55%
Winner
MBOX
0.39%
Max Drawdown
Winner
EFFI
13.64%
MBOX
17.67%
Sharpe Ratio
EFFI
0.97
Winner
MBOX
1.71
5Y Beta
EFFI
0.72
Winner
MBOX
0.71
P/E Ratio
EFFI
N/A
MBOX
19.68
Forward P/E
EFFI
N/A
MBOX
15.48
PEG Ratio
EFFI
N/A
MBOX
0.61
5Y Dividends CAGR
EFFI
N/A
MBOX
87.18%
5Y EPS CAGR
EFFI
N/A
MBOX
13.83%
P/S Ratio
EFFI
N/A
MBOX
2.31
P/B Ratio
EFFI
N/A
MBOX
3.61
EFFI vs MBOX - Holdings Comparison
EFFI and MBOX have 1 common holdings. Overlap is 1.98%
EFFI's top 25 holdings weight is 65.76%. MBOX's top 25 holdings weight is 59.99%.
| Rank | EFFI | MBOX |
|---|---|---|
| #1 | KEYENCE CORP (n/a) - 3.65% | JPMORGAN CHASE & CO (JPM) - 3.02% |
| #2 | RECRUIT HOLDINGS CO LTD (n/a) - 3.59% | MORGAN STANLEY (MS) - 2.90% |
| #3 | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 3.39% | AMGEN INC (AMGN) - 2.73% |
| #4 | L'OREAL SA (n/a) - 3.38% | UNITEDHEALTH GROUP INC (UNH) - 2.65% |
| #5 | SONOVA HOLDING AG (n/a) - 3.18% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.49% |
| #6 | DENSO CORP (n/a) - 3.14% | EATON CORP PLC (ETN) - 2.48% |
| #7 | TOYOTA TSUSHO CORP (n/a) - 2.98% | ENERGY TRANSFER LP (ET) - 2.48% |
| #8 | GLENCORE PLC (n/a) - 2.97% | MERCK & CO INC (MRK) - 2.42% |
| #9 | MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.86% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.41% |
| #10 | LUNDIN GOLD INC (LUGDF) - 2.67% | CINCINNATI FINANCIAL CORP (CINF) - 2.38% |
| #11 | MEDIBANK PVT LTD (n/a) - 2.57% | THE GOLDMAN SACHS GROUP INC (GS) - 2.37% |
| #12 | BANCO SANTANDER SA (n/a) - 2.53% | ASML HOLDING NV ADR (ASML) - 2.37% |
| #13 | UNICREDIT SPA (n/a) - 2.52% | NOVARTIS AG ADR (NVS) - 2.30% |
| #14 | VESTAS WIND SYSTEMS AS (n/a) - 2.46% | THE TRAVELERS COMPANIES INC (TRV) - 2.30% |
| #15 | ASTRAZENECA PLC (AZN) - 2.42% | WASTE MANAGEMENT INC (WM) - 2.29% |
| #16 | SINGAPORE EXCHANGE LTD (n/a) - 2.41% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.29% |
| #17 | BARCLAYS PLC (n/a) - 2.29% | VOYA FINANCIAL INC (VOYA) - 2.29% |
| #18 | OBIC CO LTD (n/a) - 2.29% | EDISON INTERNATIONAL (EIX) - 2.27% |
| #19 | ENBRIDGE INC (ENB) - 2.23% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 2.27% |
| #20 | AKZO NOBEL NV (n/a) - 2.23% | XYLEM INC (XYL) - 2.26% |
| #21 | AERCAP HOLDINGS NV (AER) - 2.20% | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.26% |
| #22 | CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.04% | ALTRIA GROUP INC (MO) - 2.26% |
| #23 | THE TORONTO-DOMINION BANK (TD) - 1.98% | MARATHON PETROLEUM CORP (MPC) - 2.20% |
| #24 | MANULIFE FINANCIAL CORP (MFC) - 1.89% | KLA CORP (KLAC) - 2.16% |
| #25 | n/a (n/a) - 1.89% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.14% |
| Total Holdings | 84 | 46 |
EFFI vs MBOX - Historical Returns
Returns include dividend reinvestment.
1M
EFFI
+1.46%
Winner
MBOX
+2.85%
3M
EFFI
+4.61%
Winner
MBOX
+8.18%
6M
EFFI
+4.76%
Winner
MBOX
+12.70%
1Y
EFFI
+17.69%
Winner
MBOX
+24.24%
5Y(CAGR)
EFFI
N/A
MBOX
+12.51%
Max(CAGR)
Winner
EFFI
+22.04%
MBOX
+12.18%
EFFI vs MBOX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | EFFI | MBOX |
|---|---|---|
| 2026 | +6.07% | +17.53% |
| 2025 | +33.64% | +8.53% |
| 2024 | -3.24% | +16.65% |
| 2023 | N/A | +16.40% |
| 2022 | N/A | -4.07% |
| 2021 | N/A | +9.48% |
EFFI vs MBOX Drawdown Comparison
The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.
The maximum drawdown for MBOX was -16.40%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The current EFFI drawdown is -0.68%. The current MBOX drawdown is -0.41%.
| Rank | EFFI | MBOX |
|---|---|---|
| #1 | -13.64% Mar 5, 2025 - Apr 25, 2025 | -16.40% Apr 8, 2022 - Jul 24, 2023 |
| #2 | -10.55% Feb 25, 2026 - May 27, 2026 | -16.36% Nov 25, 2024 - Sep 10, 2025 |
| #3 | -5.66% Nov 12, 2025 - Dec 11, 2025 | -7.60% Jul 31, 2023 - Nov 20, 2023 |
| #4 | -4.40% Jul 23, 2025 - Aug 13, 2025 | -6.84% Jan 4, 2022 - Mar 24, 2022 |
| #5 | -3.96% Dec 12, 2024 - Jan 21, 2025 | -6.82% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -3.91% Oct 6, 2025 - Oct 28, 2025 | -5.75% Mar 2, 2026 - Apr 22, 2026 |
| #7 | -3.84% Jan 27, 2026 - Feb 25, 2026 | -5.68% Mar 28, 2024 - May 15, 2024 |
| #8 | -3.25% May 29, 2026 - Jul 2, 2026 | -4.83% Sep 2, 2021 - Oct 21, 2021 |
| #9 | -2.66% Sep 8, 2025 - Oct 3, 2025 | -4.48% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -2.66% Jan 30, 2025 - Feb 11, 2025 | -4.44% Oct 3, 2025 - Dec 11, 2025 |
| #11 | -2.32% Jun 12, 2025 - Jun 26, 2025 | -3.93% May 10, 2021 - Aug 3, 2021 |
| #12 | -2.18% Jul 10, 2025 - Jul 23, 2025 | -3.85% Oct 14, 2024 - Nov 6, 2024 |
| #13 | -2.08% Jul 6, 2026 - Jul 8, 2026 | -3.60% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -1.78% Aug 22, 2025 - Sep 8, 2025 | -2.57% May 15, 2024 - Jun 24, 2024 |
| #15 | -1.72% Jan 15, 2026 - Jan 22, 2026 | -2.51% Nov 8, 2024 - Nov 21, 2024 |
Correlation
Correlation between EFFI and MBOX is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2021 - 2026)
EFFI vs MBOX dividend yield comparison.
| Year | EFFI | MBOX |
|---|---|---|
| 2026 | 0.00% | 0.99% |
| 2025 | 4.33% | 1.94% |
| 2024 | 0.00% | 1.60% |
| 2023 | 0.00% | 2.13% |
| 2022 | 0.00% | 2.87% |
| 2021 | 0.00% | 1.17% |
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